Document Purpose: Data room validation for the A$6.3B obtainable opportunity (bottom-up)
Keeyu is not replacing software. Keeyu is replacing labor.
When brands evaluate Keeyu, they compare it to the cost of a full-time FTE, not to Zendesk's subscription fee. This market sizing reflects that reality: we size against the global CX labor pool, not the helpdesk software market.
| Market | Value | Key Assumptions |
| Agentic Post-Purchase OS | A$81B. 2.3M Shopify stores globally | Full agentic post-purchase OS replacing 15 disconnected tools. A$35K ACV bottom-up across all Shopify stores scoped to platforms and verticals Keeyu can serve |
| With Helpdesks | A$11.4B. 326K stores with helpdesks | 326K stores already using helpdesks (invested in CX, feeling limitations of reactive approach). Filtered for platform fit and operational maturity |
| Proactive AI | A$6.3B. 179K stores matching our ICP | 179K stores matching Keeyu ICP. Bottom-up: 179K x A$35K ACV = A$6.3B obtainable opportunity |
How We Size This Market
We don't use top-down industry reports. We count stores, filter for fit, and multiply by ACV.
The funnel:
2.3M Shopify stores globally
→ 326K with helpdesks (invested in CX)
→ 179K match our ICP
The market opportunity grows as the product expands. Today SOM reflects addressable market at current ACV (A$35K). Future SOM reflects addressable market at expanded ACV as the product matures into the agentic post-purchase OS.
| Phase | Product | ACV | ICP Size | Opportunity |
| Today | Proactive AI | A$35K | 18K early ICP | A$630M |
| Next | Replace Helpdesk | A$35K - A$57K | 179K full ICP | A$6.3B at A$35K ACV (A$10B at A$57K) |
| Future | Agentic Post-Purchase OS | A$79K | 326K with helpdesks | A$11.4B at A$35K ACV (A$25.7B at A$79K) |
Traditional market sizing for CX startups benchmarks against helpdesk software spend (~A$21B globally). This understates Keeyu's opportunity by 6x.
The reality:
Keeyu doesn't compete with Zendesk's A$286/seat/month. Keeyu competes with an A$79K/year staff member who spends 80% of their time on preventable issues.
ACV grows with order volume and new products:
| Stage | ACV | What It Does | What It Replaces |
| Launch | A$6K | Basic monitoring | Manual checks |
| Detect | A$12K | Issue detection + alerts | Reactive firefighting |
| Proactive AI (today) | A$35K | Detect + prevent + act | CS headcount |
| Replace Helpdesk | A$57K | Proactive + reactive in one | Helpdesk software + labor |
| Agentic Post-Purchase OS | A$79K | One platform replaces 15 tools | Entire point-solution stack (A$500K cost today) |